What's New

We’re excited to share that a redesigned Reporting page is rolling out in QDS. This update is focused on making reports easier to navigate, faster to load, and simpler to work with. All while keeping your existing workflows familiar.

The updated Reporting page is designed to help you find what you need faster and stay focused while reviewing reports. You’ll notice:

• Faster load times and improved performance

• Clearer organization across reports and terms

• A cleaner layout that reduces visual clutter

• Streamlined navigation between reports, terms, and details

• Access all relationships, create new ones, and see whether each one is Active, a Prospect, or Inactive based on their agreements in QDS.

• Use the relationship manager to track contact information, agreements with each relationship, and add custom information.

• View all information right from the dashboard by clicking on a counterparty name. 

• ​​​Leave notes or attach files while doing research